Cross-Location Orders with Square for Retail
With Square for Retail, you have the option to fulfil orders with items across all locations – meaning if you’re out of stock for an item at one location, you can easily fulfil it from another location to avoid losing out on a sale. While fulfilling the order for delivery or pickup, you’ll have full visibility into the inventory at your other locations to determine if you can fulfil the order successfully. Once created, the order will route to the selected location for fulfilment, and you can track the progress through the Orders section of your online Square Dashboard or Square for Retail app.
Note: Cross-location orders are only available with a Square for Retail Plus subscription.
To get started with cross-location orders:
Select an item to Add to Basket.
On the item details screen, select Pickup or Delivery as the fulfilment method.
If you select Pickup, you can add a new or existing customer to the order or directly enter pickup information in the Details fields.
If you select Delivery, you can add a new or existing customer to the order, or directly enter delivery information in the Delivery address fields.
To process a cross-location order, you can either:
Select a specific item and navigate to the item detail screen for it. Scroll down to the Location drop-down at the bottom of the fulfilment Details screens, and tap to select a new location.
Tap the three dots at the top right of the basket. Then tap Change Fulfilment Location. Tap the existing location drop-down to select a new location.
You will be able to see inventory availability for the item(s) in your basket per location and filter by Distance, In stock and Name.
Once the new fulfilment location has been chosen, tap Save to complete your changes. The new fulfilment location will now be reflected at the top of your basket.
Tap Charge to complete the order.
Once the order has been fulfilled at the appropriate location, the stock levels at the location where the item(s) were fulfilled will update accordingly. The location where the order was created will receive the sale for the order (e.g. the funds processed will be included in that location’s next transfer) and the order details can be viewed in the sales reporting associated with said location.
Note: At this time, an entire order must be fulfilled from a single location with a single fulfilment type. The ability to split fulfilment across multiple locations is not currently available.